Kestra Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $280K | Buy |
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2025
Q2 | $272K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $759K | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $2.52M | Sell |
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|
2023
Q3 | $2.56M | Buy |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $2.41M | Sell |
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|
2022
Q1 | $2.91M | Buy |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $918K | Buy |
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